Nigeria’s March BSI increases to 61.0 from a series-low of 57.9 in February
• Output and orders rise to their highest levels since December 2014
• FX availability may yet emerge as a constraint on business sentiment...

Kenya’s BSI rebounds strongly in March to 60.6 from 47.0 in February
• Sentiment is more positive across the board – 12 of the 15 current conditions indicators rose in March
• Kenyan demand is accelerating; both production and new orders rise str...

Glacial progress on reform and rising deposit flight raise the risk of Greece leaving the euro
• Current ultra-low yields are not pricing in any contagion risk, but Grexit would challenge this view
• We look at risks for Portugal, which would mov...

The SME index rebounded to 60.6 in March, the highest level since our survey started in May 2014
Real activity rebounded after the Lunar New Year; labour-market conditions improved mildly
Confidence in general credit conditions has improved follow...

The following reports received the most reads from external clients, as per anonymous readership data, for the period from 20 to 26 March 2015. They are listed in descending order of most reads:
The Long View – Q2 – The new, new normal
Global Focu...

In Media

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.